Cordasco Financial Network - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 500 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
Cordasco Financial Network ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$29,000
+480.0%
240
+515.4%
0.02%
+600.0%
Q1 2022$5,0000.0%390.0%0.00%0.0%
Q4 2021$5,0000.0%390.0%0.00%0.0%
Q3 2021$5,0000.0%390.0%0.00%0.0%
Q2 2021$5,0000.0%390.0%0.00%
-25.0%
Q1 2021$5,0000.0%390.0%0.00%0.0%
Q4 2020$5,0000.0%390.0%0.00%0.0%
Q3 2020$5,0000.0%390.0%0.00%
-20.0%
Q2 2020$5,000
+400.0%
39
+457.1%
0.01%
+400.0%
Q1 2020$1,0000.0%70.0%0.00%0.0%
Q4 2019$1,0000.0%70.0%0.00%0.0%
Q3 2019$1,0000.0%70.0%0.00%0.0%
Q2 2019$1,0000.0%70.0%0.00%0.0%
Q1 2019$1,0000.0%70.0%0.00%0.0%
Q4 2018$1,0000.0%70.0%0.00%0.0%
Q3 2018$1,0000.0%70.0%0.00%0.0%
Q2 2018$1,00070.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Juniper Hill Capital Management LP 790,272$98,343,00091.04%
Freestate Advisors LLC 211,084$28,146,00047.52%
Tanglewood Wealth Management, Inc. 927,955$123,734,00024.00%
RITHOLTZ WEALTH MANAGEMENT 1,003,561$133,815,00021.45%
Noven Financial Group, Inc. 174,778$23,305,00019.01%
PROFFITT & GOODSON INC 439,469$58,599,00015.28%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 315,307$42,031,00013.54%
Alhambra Investment Management LLC 57,665$7,689,00012.60%
One Day In July LLC 202,397$26,988,00012.51%
Ferguson Shapiro LLC 126,275$16,848,00011.67%
View complete list of ISHARES TR shareholders